mirror of
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changed notes to add the folder prefix
This commit is contained in:
Arjun
Ramnique Singh
parent
9c1ddf66ed
commit
120fdc133f
1 changed files with 102 additions and 80 deletions
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@ -439,15 +439,15 @@ If still ambiguous, prefer the person with more recent activity in notes.
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Final resolution map before proceeding:
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```
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RESOLVED (use canonical name):
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- "Sarah", "Sarah Chen", "sarah@acme.com" → [[Sarah Chen]]
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- "David" → [[David Kim]]
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- "Acme", "Acme Corp", "@acme.com" → [[Acme Corp]]
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- "the pilot", "the integration" → [[Acme Integration]]
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RESOLVED (use canonical name with absolute path):
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- "Sarah", "Sarah Chen", "sarah@acme.com" → [[People/Sarah Chen]]
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- "David" → [[People/David Kim]]
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- "Acme", "Acme Corp", "@acme.com" → [[Organizations/Acme Corp]]
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- "the pilot", "the integration" → [[Projects/Acme Integration]]
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NEW ENTITIES (meetings only — create notes):
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- "Jennifer" (CTO, Acme Corp) → Create [[Jennifer]] or [[Jennifer (Acme Corp)]]
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- "SOC 2" → Create [[Security Compliance]]
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- "Jennifer" (CTO, Acme Corp) → Create [[People/Jennifer]] or [[People/Jennifer (Acme Corp)]]
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- "SOC 2" → Create [[Topics/Security Compliance]]
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NEW ENTITIES (emails — do not create):
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- "Random Person" → Skip, no existing relationship
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@ -690,20 +690,20 @@ The summary should answer: **"Who is this person and why do I know them?"**
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**Good summaries:**
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```markdown
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## Summary
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Product contact at [[Eight Sleep]] exploring an AI copilot for their app.
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Initial discussions covered sales assistance, onboarding, and coaching use cases.
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Product contact at [[Organizations/Eight Sleep]] exploring an AI copilot for their app.
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Initial discussions covered sales assistance, onboarding, and coaching use cases.
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Currently evaluating fit with their product roadmap.
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```
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```markdown
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## Summary
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VP Engineering at [[Acme Corp]] leading their integration project.
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VP Engineering at [[Organizations/Acme Corp]] leading their integration project.
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Key technical decision-maker. Working toward Q2 pilot launch.
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```
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**Bad summaries:**
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```markdown
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## Summary
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Contact at [[Eight Sleep]]; received an outbound pitch from [[Arjun Maheswaran]]
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Contact at [[Organizations/Eight Sleep]]; received an outbound pitch from [[People/Arjun Maheswaran]]
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about an in-app AI copilot concept.
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```
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```markdown
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@ -727,13 +727,14 @@ One line summarizing this source's relevance to the entity:
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**{YYYY-MM-DD}** ({meeting|email}): {Summary with [[links]]}
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```
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**Important:** Use canonical names from resolution map in all summaries:
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**Important:** Use canonical names with absolute paths from resolution map in all summaries:
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```
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# Correct (uses canonical names):
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**2025-01-15** (meeting): [[Sarah Chen]] confirmed timeline with [[David Kim]]. Blocked on [[Security Compliance]].
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# Correct (uses absolute paths):
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**2025-01-15** (meeting): [[People/Sarah Chen]] confirmed timeline with [[People/David Kim]]. Blocked on [[Topics/Security Compliance]].
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# Incorrect (uses variants):
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# Incorrect (uses variants or relative links):
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**2025-01-15** (meeting): Sarah confirmed timeline with David. Blocked on SOC 2.
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**2025-01-15** (meeting): [[Sarah Chen]] confirmed timeline with [[David Kim]]. Blocked on [[Security Compliance]].
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```
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---
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@ -834,10 +835,10 @@ Update to: **Relationship:** customer
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Before writing, compile all detected state changes:
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```
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STATE CHANGES:
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- [[Acme Integration]]: Status planning → active (leadership approved)
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- [[Sarah Chen]]: Role "Engineering Lead" → "VP Engineering" (signature)
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- [[Sarah Chen]]: Open item "Send API documentation" → completed
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- [[Acme Corp]]: Relationship prospect → customer (contract signed)
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- [[Projects/Acme Integration]]: Status planning → active (leadership approved)
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- [[People/Sarah Chen]]: Role "Engineering Lead" → "VP Engineering" (signature)
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- [[People/Sarah Chen]]: Open item "Send API documentation" → completed
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- [[Organizations/Acme Corp]]: Relationship prospect → customer (contract signed)
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```
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---
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@ -977,7 +978,7 @@ If you discovered new name variants during resolution, add them to Aliases field
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## 9e: Writing Rules
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- **Always use canonical names** from resolution map for all `[[links]]`
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- **Always use absolute paths** with format `[[Folder/Name]]` for all links
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- Use YYYY-MM-DD format for dates
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- Be concise: one line per activity entry
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- Note state changes with `[Field → value]` in activity
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@ -989,9 +990,27 @@ If you discovered new name variants during resolution, add them to Aliases field
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After writing, verify links go both ways.
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## Absolute Link Format
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**IMPORTANT:** Always use absolute links with the folder path to avoid ambiguity:
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```markdown
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[[People/Sarah Chen]]
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[[Organizations/Acme Corp]]
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[[Projects/Acme Integration]]
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[[Topics/Security Compliance]]
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```
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Format: `[[Folder/Note Name]]`
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This ensures:
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- No ambiguity when names overlap across folders
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- Clear navigation in any Obsidian-compatible tool
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- Consistent linking throughout the vault
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## Check Each New Link
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If you added `[[Jennifer]]` to `Acme Corp.md`:
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If you added `[[People/Jennifer]]` to `Organizations/Acme Corp.md`:
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```bash
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executeCommand("grep 'Acme Corp' '{notes_folder}/People/Jennifer.md'")
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```
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@ -1018,7 +1037,7 @@ If not found, update Jennifer.md to add the link.
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## Info
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**Role:** {role, or inferred role with qualifier, or leave blank if truly unknown}
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**Organization:** [[{organization}]] or leave blank
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**Organization:** [[Organizations/{organization}]] or leave blank
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**Email:** {email or leave blank}
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**Aliases:** {comma-separated: first name, nicknames, email}
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**First met:** {YYYY-MM-DD}
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@ -1028,12 +1047,12 @@ If not found, update Jennifer.md to add the link.
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{2-3 sentences: Who they are, why you know them, what you're working on together. Focus on relationship and context, not communication method.}
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## Connected to
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- [[{Organization}]] — works at
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- [[{Person}]] — {colleague, introduced by, reports to}
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- [[{Project}]] — {role}
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- [[Organizations/{Organization}]] — works at
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- [[People/{Person}]] — {colleague, introduced by, reports to}
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- [[Projects/{Project}]] — {role}
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## Activity
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- **{YYYY-MM-DD}** ({meeting|email}): {Summary with [[links]]} {[State changes if any]}
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- **{YYYY-MM-DD}** ({meeting|email}): {Summary with [[Folder/Name]] links} {[State changes if any]}
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## Key facts
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{Substantive facts only. Leave empty if none. Never include data gap commentary.}
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@ -1060,17 +1079,17 @@ If not found, update Jennifer.md to add the link.
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{2-3 sentences: What this org is, what your relationship is, what you're working on together.}
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## People
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- [[{Person}]] — {role}
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- [[People/{Person}]] — {role}
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## Contacts
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{For transactional contacts who don't get their own notes}
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- {Name} — {role}, {context}
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## Projects
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- [[{Project}]] — {relationship}
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- [[Projects/{Project}]] — {relationship}
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## Activity
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- **{YYYY-MM-DD}** ({meeting|email}): {Summary} {[State changes if any]}
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- **{YYYY-MM-DD}** ({meeting|email}): {Summary with [[Folder/Name]] links} {[State changes if any]}
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## Key facts
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{Substantive facts only. Leave empty if none.}
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@ -1093,17 +1112,18 @@ If not found, update Jennifer.md to add the link.
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{2-3 sentences: What this project is, goal, current state.}
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## People
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- [[{Person}]] — {role}
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- [[People/{Person}]] — {role}
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## Organizations
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- [[{Org}]] — {customer|partner|etc.}
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- [[Organizations/{Org}]] — {customer|partner|etc.}
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## Related
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- [[{Topic or Project}]] — {relationship}
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- [[Topics/{Topic}]] — {relationship}
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- [[Projects/{Project}]] — {relationship}
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## Timeline
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**{YYYY-MM-DD}** ({meeting|email})
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{What happened. Key points.} {[Status → new status] if changed}
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{What happened. Key points with [[Folder/Name]] links.} {[Status → new status] if changed}
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## Decisions
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- **{YYYY-MM-DD}**: {Decision}. {Rationale}.
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@ -1128,11 +1148,13 @@ If not found, update Jennifer.md to add the link.
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**Last mentioned:** {YYYY-MM-DD}
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## Related
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- [[{Entity}]] — {relationship}
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- [[People/{Person}]] — {relationship}
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- [[Organizations/{Org}]] — {relationship}
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- [[Projects/{Project}]] — {relationship}
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## Log
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**{YYYY-MM-DD}** ({meeting|email}: {title})
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{Summary with [[links]]}
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{Summary with [[Folder/Name]] links}
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## Decisions
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- **{YYYY-MM-DD}**: {Decision}
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@ -1239,11 +1261,11 @@ No existing notes. This is a new relationship.
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**Resolution Map:**
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```
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NEW ENTITIES (meeting — create):
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- "Sarah Chen" → Create [[Sarah Chen]]
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- "David Kim" → Create [[David Kim]]
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- "Jennifer" (CTO) → Create [[Jennifer]]
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- "Acme" → Create [[Acme Corp]]
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- "the pilot" → Create [[Acme Integration]]
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- "Sarah Chen" → Create [[People/Sarah Chen]]
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- "David Kim" → Create [[People/David Kim]]
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- "Jennifer" (CTO) → Create [[People/Jennifer]]
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- "Acme" → Create [[Organizations/Acme Corp]]
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- "the pilot" → Create [[Projects/Acme Integration]]
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```
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### Step 5: Identify New Entities
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@ -1275,24 +1297,24 @@ Create all notes with extracted content, ensure bidirectional links.
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## Info
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**Role:** Engineering (led technical discussion in kickoff meeting)
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**Organization:** [[Acme Corp]]
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**Organization:** [[Organizations/Acme Corp]]
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**Email:** sarah@acme.com
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**Aliases:** Sarah, sarah@acme.com
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**First met:** 2025-01-15
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**Last seen:** 2025-01-15
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## Summary
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Key contact at [[Acme Corp]] for the [[Acme Integration]] pilot.
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Leading the technical evaluation. Reports to [[Jennifer]] (CTO).
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Key contact at [[Organizations/Acme Corp]] for the [[Projects/Acme Integration]] pilot.
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Leading the technical evaluation. Reports to [[People/Jennifer]] (CTO).
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## Connected to
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- [[Acme Corp]] — works at
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- [[David Kim]] — colleague
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- [[Jennifer]] — reports to (CTO)
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- [[Acme Integration]] — key contact
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- [[Organizations/Acme Corp]] — works at
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- [[People/David Kim]] — colleague
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- [[People/Jennifer]] — reports to (CTO)
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- [[Projects/Acme Integration]] — key contact
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## Activity
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- **2025-01-15** (meeting): Kickoff meeting for [[Acme Integration]]. Excited about pilot. [[David Kim]] needs API access first. [[Jennifer]] (CTO) joining next call.
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- **2025-01-15** (meeting): Kickoff meeting for [[Projects/Acme Integration]]. Excited about pilot. [[People/David Kim]] needs API access first. [[People/Jennifer]] (CTO) joining next call.
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## Key facts
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- Leading technical evaluation for pilot
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@ -1300,8 +1322,8 @@ Leading the technical evaluation. Reports to [[Jennifer]] (CTO).
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- CTO Jennifer involved in next steps
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## Open items
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- [ ] Provide API access to [[David Kim]]
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- [ ] Schedule follow-up call with [[Jennifer]]
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- [ ] Provide API access to [[People/David Kim]]
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- [ ] Schedule follow-up call with [[People/Jennifer]]
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```
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**Example output for Acme Integration:**
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@ -1315,24 +1337,24 @@ Leading the technical evaluation. Reports to [[Jennifer]] (CTO).
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**Last activity:** 2025-01-15
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## Summary
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Pilot integration project with [[Acme Corp]].
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Pilot integration project with [[Organizations/Acme Corp]].
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Technical evaluation phase, working toward Q2 launch.
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## People
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- [[Sarah Chen]] — key contact
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- [[David Kim]] — technical lead
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- [[Jennifer]] — CTO sponsor
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- [[People/Sarah Chen]] — key contact
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- [[People/David Kim]] — technical lead
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- [[People/Jennifer]] — CTO sponsor
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## Organizations
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- [[Acme Corp]] — prospect
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- [[Organizations/Acme Corp]] — prospect
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## Timeline
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**2025-01-15** (meeting)
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Kickoff meeting. Team excited about pilot. API access needed first. CTO [[Jennifer]] joining next call.
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Kickoff meeting. Team excited about pilot. API access needed first. CTO [[People/Jennifer]] joining next call.
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## Open items
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- [ ] Provide API access to [[David Kim]]
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- [ ] Schedule follow-up call with [[Jennifer]]
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- [ ] Provide API access to [[People/David Kim]]
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- [ ] Schedule follow-up call with [[People/Jennifer]]
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```
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---
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@ -1379,8 +1401,8 @@ Existing note found. Continue.
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**Resolution Map:**
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```
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RESOLVED:
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- "Sarah", "sarah@acme.com" → [[Sarah Chen]]
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- "Acme" → [[Acme Corp]]
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- "Sarah", "sarah@acme.com" → [[People/Sarah Chen]]
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- "Acme" → [[Organizations/Acme Corp]]
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```
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### Step 6: Extract Content
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@ -1411,9 +1433,9 @@ RESOLVED:
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**State Change List:**
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```
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STATE CHANGES:
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- [[Acme Integration]]: Status planning → active
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- [[Sarah Chen]]: Role "Engineering" → "VP Engineering"
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- [[Sarah Chen]]: Open item "Provide API access" → completed (they sent docs)
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- [[Projects/Acme Integration]]: Status planning → active
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- [[People/Sarah Chen]]: Role "Engineering" → "VP Engineering"
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- [[People/Sarah Chen]]: Open item "Provide API access" → completed (they sent docs)
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```
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### Steps 8-10: Check, Write, Link
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@ -1424,25 +1446,25 @@ STATE CHANGES:
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## Info
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**Role:** VP Engineering
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**Organization:** [[Acme Corp]]
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**Organization:** [[Organizations/Acme Corp]]
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**Email:** sarah@acme.com
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**Aliases:** Sarah, sarah@acme.com
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**First met:** 2025-01-15
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**Last seen:** 2025-01-20
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## Summary
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VP Engineering at [[Acme Corp]] leading the [[Acme Integration]] pilot.
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VP Engineering at [[Organizations/Acme Corp]] leading the [[Projects/Acme Integration]] pilot.
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Key technical decision-maker. Recently promoted.
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## Connected to
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- [[Acme Corp]] — works at
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- [[David Kim]] — colleague
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- [[Jennifer]] — reports to (CTO)
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- [[Acme Integration]] — key contact
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- [[Organizations/Acme Corp]] — works at
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- [[People/David Kim]] — colleague
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- [[People/Jennifer]] — reports to (CTO)
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- [[Projects/Acme Integration]] — key contact
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## Activity
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- **2025-01-20** (email): Leadership approved pilot. [Status → active] Legal drafting contract. Kickoff by end of month. Sent API documentation. [Role → VP Engineering]
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- **2025-01-15** (meeting): Kickoff meeting for [[Acme Integration]]. Excited about pilot. [[David Kim]] needs API access first. [[Jennifer]] (CTO) joining next call.
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- **2025-01-15** (meeting): Kickoff meeting for [[Projects/Acme Integration]]. Excited about pilot. [[People/David Kim]] needs API access first. [[People/Jennifer]] (CTO) joining next call.
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## Key facts
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- Leading technical evaluation for pilot
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@ -1450,8 +1472,8 @@ Key technical decision-maker. Recently promoted.
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- Legal drafting contract
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## Open items
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- [x] Provide API access to [[David Kim]] — completed 2025-01-20
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- [ ] Schedule follow-up call with [[Jennifer]]
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- [x] Provide API access to [[People/David Kim]] — completed 2025-01-20
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- [ ] Schedule follow-up call with [[People/Jennifer]]
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```
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**Update Acme Integration.md:**
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@ -1465,7 +1487,7 @@ Key technical decision-maker. Recently promoted.
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**Last activity:** 2025-01-20
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## Summary
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Pilot integration project with [[Acme Corp]].
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Pilot integration project with [[Organizations/Acme Corp]].
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Leadership approved, contract in progress. Targeting end of month kickoff.
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## Timeline
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||||
|
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@ -1473,7 +1495,7 @@ Leadership approved, contract in progress. Targeting end of month kickoff.
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Leadership approved pilot. [Status → active] Legal drafting contract. Targeting end of month kickoff.
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**2025-01-15** (meeting)
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Kickoff meeting. Team excited about pilot. API access needed first. CTO [[Jennifer]] joining next call.
|
||||
Kickoff meeting. Team excited about pilot. API access needed first. CTO [[People/Jennifer]] joining next call.
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```
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||||
---
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||||
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@ -1567,11 +1589,11 @@ Sender exists in memory. Check if this is a warm intro:
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|||
**Resolution Map:**
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||||
```
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RESOLVED:
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||||
- "David" → [[David Park]] (sender, exists)
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- "David" → [[People/David Park]] (sender, exists)
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|
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NEW ENTITIES (warm intro exception — create):
|
||||
- "Jennifer Lee" → Create [[Jennifer Lee]]
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||||
- "NewCo" → Create [[NewCo]]
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||||
- "Jennifer Lee" → Create [[People/Jennifer Lee]]
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- "NewCo" → Create [[Organizations/NewCo]]
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```
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### Step 5: Create Notes (Exception)
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||||
|
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@ -1584,7 +1606,7 @@ No existing notes for Jennifer Lee / NewCo → No state changes.
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|||
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### Output
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||||
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||||
Creates 2 new notes (Jennifer Lee, NewCo). Updates David Park.md with activity.
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Creates 2 new notes ([[People/Jennifer Lee]], [[Organizations/NewCo]]). Updates [[People/David Park]] with activity.
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||||
|
||||
---
|
||||
|
||||
|
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@ -1712,7 +1734,7 @@ Before completing, verify:
|
|||
- [ ] Extracted all name variants from source
|
||||
- [ ] Searched notes including Aliases fields
|
||||
- [ ] Built resolution map before writing
|
||||
- [ ] Used canonical names in ALL links and text
|
||||
- [ ] Used absolute paths `[[Folder/Name]]` in ALL links
|
||||
- [ ] Updated Aliases fields with new variants discovered
|
||||
|
||||
**Filtering:**
|
||||
|
|
@ -1738,7 +1760,7 @@ Before completing, verify:
|
|||
- [ ] Only applied clear, unambiguous state changes
|
||||
|
||||
**Structure:**
|
||||
- [ ] All entity mentions are `[[linked]]` with canonical names
|
||||
- [ ] All entity mentions use `[[Folder/Name]]` absolute links
|
||||
- [ ] Activity entries are reverse chronological
|
||||
- [ ] No duplicate activity entries
|
||||
- [ ] Dates are YYYY-MM-DD
|
||||
|
|
|
|||
Loading…
Add table
Add a link
Reference in a new issue